Single sign-on in combination with Microsoft Dynamics CRM Online

This news concerns administrators of company accounts with the data source system Microsoft Dynamics CRM Online (not on-premise).

To allow your users to log in to portatour® Anywhere with the Microsoft single sign-on provider of your Dynamics CRM Online, proceed as follows:

  1. Install the latest version of portatour® for Dynamics® 365 v9.0: Download
  2. In Microsoft Dynamics, open “portatour® > Administration > Overview > Organization Settings”
  3. On the “General” tab, change “Login Types” from “Username & password only” to “Single sign-on and username & password”.
  4. Save.

The users configured for portatour® can now log in to portatour® Anywhere as follows:

  1. Open the “portatour® Route Planning App” in Microsoft Dynamics.
  2. Click on the large “Open” button in the “portatour® Anywhere” section.
  3. If you were not previously logged in via “Remember me” or you explicitly log out, the login page appears.
  4. Click on “Log in with Microsoft”.
  5. Log in with the Microsoft account that is assigned to your Dynamics.
  6. If the login was successful, you will be automatically logged in to portatour®.